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PETROS FAMILY WEALTH, LLC
BLOOMINGTON, MN
(612) 643-9995
SEC #801-126983Total AUM
$341.6M
Employees
9Clients
533Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8500 NORMANDALE LAKE BLVD
SUITE 850
BLOOMINGTON
MN 55437
United States
SUITE 850
BLOOMINGTON
MN 55437
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(612) 643-9995
Other Offices
1
Financials
Total AUM
$341.6M
Accounts
1,736Discretionary
$305.7M
Accounts
1,583Non-Discretionary
$35.9M
Accounts
153
Clients
Individual Clients
444AUM
$109.8M
HNW Individual Clients
83AUM
$226.3M
Charitable Organization Clients
4AUM
$4.6M
Corporation or Business Clients
2AUM
$956.3K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIAILINMNNENMSDTXVAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.